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名前 保有額 取引額 株数
増減
保有比率の
変化
Foster & Motley
601
Foster & Motley
Ohio
$713万 +$23.2万 +4,940 +3%
MVP
602
Miller Value Partners
Florida
$711万 – – –
CIC
603
Canal Insurance Company
South Carolina
$711万 – – –
Rothschild Investment LLC
604
Rothschild Investment LLC
Illinois
$711万 -$6.23万 -1,327 -0.8%
IFP Advisors
605
IFP Advisors
Florida
$711万 +$1.45万 +310 +0.2%
Bar Harbor Wealth Management
606
Bar Harbor Wealth Management
New Hampshire
$710万 -$9.9万 -2,110 -1%
Moors & Cabot
607
Moors & Cabot
Massachusetts
$708万 -$41.4万 -8,833 -5%
SFMG Wealth Advisors
608
SFMG Wealth Advisors
Texas
$704万 -$6.98万 -1,487 -0.9%
Global Wealth Management Investment Advisory
609
Global Wealth Management Investment Advisory
Florida
$699万 +$37.3万 +7,954 +5%
Principal Street Partners
610
Principal Street Partners
Tennessee
$693万 -$10.5万 -2,233 -1%
MUFG Securities EMEA
611
MUFG Securities EMEA
United Kingdom
$692万 -$44.2万 -9,422 -5%
Choreo LLC
612
Choreo LLC
Illinois
$691万 -$29.5万 -6,292 -4%
Howard Capital Management
613
Howard Capital Management
Georgia
$690万 +$242万 +51,622 +46%
Wedbush Securities
614
Wedbush Securities
California
$690万 -$27.2万 -5,801 -3%
Pinkerton Retirement Specialists
615
Pinkerton Retirement Specialists
Idaho
$687万 +$642万 +136,831 新規
Jump Financial
616
Jump Financial
Illinois
$684万 +$644万 +137,366 +567%
Lazard Asset Management
617
Lazard Asset Management
New York
$684万 +$145万 +30,901 +24%
HC
618
Hourglass Capital
Texas
$683万 +$201万 +42,750 +36%
Summit Trail Advisors
619
Summit Trail Advisors
New York
$680万 +$70.7万 +15,061 +10%
Fifth Third Wealth Advisors
620
Fifth Third Wealth Advisors
Ohio
$677万 -$19.2万 -4,092 -2%
Geneos Wealth Management
621
Geneos Wealth Management
Colorado
$677万 +$30.2万 +6,437 +4%
Financial Strategies Group
622
Financial Strategies Group
Michigan
$671万 +$59万 +12,581 +9%
W.R. Berkley Corp
623
W.R. Berkley Corp
Connecticut
$668万 – – –
Level Four Advisory Services
624
Level Four Advisory Services
Texas
$666万 +$48.5万 +10,341 +7%
Thompson Siegel & Walmsley
625
Thompson Siegel & Walmsley
Virginia
$666万 +$619万 +132,000 +522%